Client Service Performance Analytics

2 months ago

Edinburgh, United Kingdom JPMorgan Chase Bank, N.A. Full time

As a client service associate, you will be responsible for the provision of performance measurement and/or risk management analysis to institutional and/or asset management clients. Your role will require you to interpret and communicate return and risk reporting information to clients and internal partners. You will provide their assigned clients a comprehensive view of the portfolio's overall composition and performance results on an absolute and relative basis. You will help determine key factors that improve performance and compare results to peer groups and universes with the ability to provide a detailed picture of structural characteristics and performance attribution at the plan, equity and fixed-income level. You will be expected to generate and interpret various equity and fixed income performance and risk measurement analytics; obtain data and analysis in accordance with established procedures and create spreadsheet macros and develop reports for clients. You will interface with clients on day to day reporting requests.

**Job responsibilities**
- Participate in RFPs and client meetings as required
- Resolve issues relating to daily performance measurement and daily attribution
- Acts as a resource and representative for the performance group internally and externally
- Establish and maintain relationships with all key partners to help streamline the core operations processing through people, process & technology changes
- Partner with Product Development and Technology to help automate/streamline operations processes which enhance client experience and build scalability into the business
- Partner with Client Service to help change client behavior where required
- Interpret and write commentary on performance results and calculate rates of return

**Required qualifications, capabilities, and skills**
- Some experience working in a performance and/or accounting environment preferred
- BA/BS or equivalent preferably in business/finance or mathematics
- Excel proficiency a must
- Positive attitude with a willingness to work hard and be on a steep learning curve
- Must have good communications skills and be a team player
- Attention to detail with demonstrated problem solving ability

**Preferred qualifications, capabilities, and skills**
- MBA, CFA, CIPM

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

  • Performance & Analytics, Client Service Manager

    4 weeks ago

    Edinburgh, United Kingdom eFinancialCareers Full time

    **Performance & Analytics, Client Service Manager, AVP** This is a Client Service role within the Performance and Analytics Client Service team based in Edinburgh. As a Client Service Manager, you will be the main point of contact for your assigned clients and primarily responsible for resolving and responding to client requests and queries in relation to...

  • Performance Analytics

    1 month ago

    Edinburgh, United Kingdom JPMorgan Chase Bank, N.A. Full time

    As the performance/risk analyst, you will be responsible for calculating and providing performance measurement and/or risk management analysis to institutional and/or asset management clients. You will interpret and communicate return and risk reporting information to clients and internal partners. Your role will include proving your assigned clients a...

  • Performance Analytics

    1 month ago

    Edinburgh, United Kingdom JPMorgan Chase Bank, N.A. Full time

    As the performance/risk analyst, you will be responsible for calculating and providing performance measurement and/or risk management analysis to institutional and/or asset management clients. The analyst will interpret and communicate return and risk reporting information to clients and internal partners. You will provide their assigned clients a...

  • Lead Client Servicing Associate

    2 months ago

    Edinburgh, United Kingdom Clearwater Analytics Full time

    Job Summary: Lead Client Servicing Associates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These Lead Associates play a pivotal role...

  • Client Servicing Team Lead

    1 month ago

    Edinburgh, United Kingdom Clearwater Analytics Full time

    Clearwater Analytics® is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations make the most of investment portfolio data with cloud-native software and client-centric servicing. Every day, investment professionals worldwide trust Clearwater to deliver timely,...

  • Client Servicing Associate

    1 month ago

    Edinburgh, United Kingdom Clearwater Analytics Full time

    Job Summary: Client Servicing Associates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal role in delivering...

  • Professional Services Consultant

    2 weeks ago

    Edinburgh, United Kingdom Clearwater Analytics Full time

    Job Summary: The Professional Services division is responsible for delivery of change/transformation/advisory services to existing clients on Clearwater’s SaaS platform. We work in conjunction with Client Services to identify opportunities around value-added services to steady state clients and implement change projects for our clients. A Professional...

  • Graduate Client Services Analyst

    1 week ago

    Edinburgh, United Kingdom Clearwater Analytics Full time

    Job Summary:nClient Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal role in delivering...

  • Associate Ii

    1 month ago

    Edinburgh, United Kingdom JPMorgan Chase Bank, N.A. Full time

    **Senior Performance Analyst (Senior Associate)** **Role overview**: The performance/risk analyst will be responsible for calculating and providing performance measurement and/or risk management analysis to institutional and/or asset management clients. The analyst will interpret and communicate return and risk reporting information to clients and internal...

  • Graduate Client Services Analyst

    2 weeks ago

    Edinburgh, United Kingdom Clearwater Analytics Full time

    Job Summary:A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully.Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and...

  • Graduate Client Services Analyst

    2 months ago

    Edinburgh, United Kingdom Clearwater Analytics Full time

    Job Summary:Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal role in delivering...

  • Graduate Client Services Analyst

    1 month ago

    Edinburgh, United Kingdom Clearwater Analytics Full time

    Job Summary:Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal role in delivering...

  • Graduate Client Services Analyst

    2 months ago

    Edinburgh, United Kingdom Clearwater Analytics Full time

    Job Summary: Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal role in...

  • Graduate Client Services Analyst

    4 weeks ago

    Edinburgh, United Kingdom Clearwater Analytics Full time

    Job DescriptionJob Summary:Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal role...

  • Graduate Client Services Analyst

    2 months ago

    Edinburgh, United Kingdom Clearwater Analytics Full time

    Job Summary:Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal role in delivering...

  • Graduate Client Services Analyst

    4 weeks ago

    Edinburgh, United Kingdom Clearwater Analytics Full time

    Job Summary:A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully.Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and...

  • Graduate Client Services Analyst

    3 weeks ago

    Edinburgh, United Kingdom Clearwater Analytics Full time

    Job Summary: A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully. Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment...

  • Graduate Client Services Analyst

    3 weeks ago

    Edinburgh, United Kingdom Clearwater Analytics Full time

    Job Description Job Summary: Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a...

  • Graduate Client Services Analyst

    1 month ago

    Edinburgh, United Kingdom Clearwater Analytics Full time

    Job Summary: Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal role in delivering...

  • Graduate Client Services Analyst

    3 weeks ago

    Edinburgh, United Kingdom Clearwater Analytics Full time

    Job Summary:A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully.Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and...